Salesforce Consulting Services

As a Salesforce CREST Partner, we deliver consulting services that help businesses get measurable value from Salesforce CRM by aligning it with real-world needs, streamlining operations, and unlocking its full potential.

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We are increasingly impressed by the great customer service and kindness. Their team built a custom SaaS solution. The project management is effective. Their technical expertise is strong.

- Joseph Adams

Attorney & Shareholder, Adams & Pham APC

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Salesforce Consulting Services

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Cynoteck’s Salesforce consulting services are designed to help businesses at every stage of their Salesforce journey — from choosing the right product to optimizing performance and ensuring user adoption. Our certified consultants bring clarity, expertise, and actionable strategies to make Salesforce deliver measurable business value

Guiding Businesses to Get the Most Out of Salesforce

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Recognized Expertise. Proven Excellence.

Clutch Awards

Proudly recognized by leading B2B platforms like Clutch for delivering impactful Salesforce solutions and maintaining outstanding client satisfaction.

As a certified Salesforce CREST (Silver) Partner, Cynoteck brings deep technical expertise across the Salesforce ecosystem. Our team specializes in implementation, optimization, and integration—helping businesses streamline processes, improve CRM performance, and achieve measurable growth.

Accredited

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Salesforce Administrator

Certified

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Salesforce Associate

Certified

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Salesforce Data Architect

Certified

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Salesforce Experience Cloud Consultant

Certified

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Salesforce Health Cloud

Certified

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Identity and Access Management Architect

Certified

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Integration Architect

Certified

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Development Lifecycle and Deployment Architect

Certified

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OmniStudio Consultant

Certified

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Platform App Builder

Certified

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Platform Developer

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Sales Cloud Consultant

Certified

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Security and Privacy

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Service Cloud Consultant

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System Architect

Trusted by Clients, Proven by Results

Cynoteck streamlines business operations by implementing Salesforce solutions that meet their specific requirements – empowering businesses with Salesforce capabilities.

Salesforce

Streamlining Membership Renewal Campaigns with Salesforce Automation

Challenge

The client fully relied on Form Assembly, Salesforce, and Mailchimp in a disjointed process for conducting recurring membership renewal campaigns. They needed a solution to avoid manual coordination across tools, repetitive workloads, delays, and risk of errors.

Innovation

Cynoteck enabled seamless management of all campaign activities within Salesforce. We built a new form using Lightning components, employed native email templates, and automated both outbound & internal workflows to eliminate external tools and reduce manual processing by 80%.

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Salesforce

Deployment of an Advanced Tracking System for Fabrication Management

Challenge

The client needed a unified system to handle fabrication projects and monitor progress across manufacturing jobs. They were unable to see updates, shipping stages, or task assignments. Their team dealt with delays, inefficiencies, and confusion across different tools.

Innovation

Cynoteck designed a cloud-based Salesforce portal, enabling the team to track each project stage, assign tasks easily with drag-and-drop assignment functionality, and view clear charts and reports. It also delivered an easy-to-use system, faster decision-making, and timely project delivery.

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Salesforce

Sales Operations Scheduler with Real-Time Updates

Challenge

The client wanted a seamless way to track weekly sales operations, resource use, and billable hours. Without real-time updates functionality, managers had to use several tools to get information, causing delays and complicated planning.

Innovation

Cynoteck developed a custom scheduler-based Salesforce with drag-and-drop task assignment, calendar views, real-time updates, and billable hour tracking. We also included interactive charts and reports, boosting visibility, user adoption, and team efficiency by about 30%.

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Salesforce

Comprehensive Salesforce Implementation for Centralized Operations

Challenge

The client needed a centralized system to automate and simplify their business operations. Utilization of different tools and manual steps caused delays, inefficiencies, and poor visibility into sales, customer interactions, and team collaboration.

Innovation

Cynoteck implemented Salesforce to bring all operations into one system, automate tasks, and integrate key departments. We customized dashboards, simplified lead monitoring, and made it easier for cross-team data sharing. It led to faster decision-making, better teamwork, and less manual work.

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Why Choose Us for Salesforce Consulting services

01

Industry Expertise

Over 16+ years of experience delivering digital transformation through tailored Salesforce services and solutions.

02

Salesforce Partner

Certified Salesforce CREST and AppExchange Partner offering a comprehensive range of Salesforce services.

03

Certified Salesforce Team

A highly skilled team of certified professionals with 100,000+ hours of experience, specializing in legacy system migrations.

04

Industries Served

Proven expertise delivering Salesforce solutions across healthcare, manufacturing, retail, eCommerce, and utilities.

Let’s Optimize Salesforce for Your Business

Looking to implement Salesforce, enhance an underperforming setup, or integrate it seamlessly with your operations? Partner with Cynoteck — a trusted Salesforce consulting company delivering tailored, scalable, and impact-driven CRM solutions. secure, and results-driven CRM solutions.

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Salesforce Consulting Services | Certified Salesforce Experts